| | | Morningstar Overall Rating: |  | | Total Assets: | 13.54M | | Category: | Mid-Cap Growth | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.37% | | 5y Avg Return: | 1.22% | | Rank in Category (ytd): | 0 | | % Rank in Category (ytd): | 0% | | Beta (3y): | 0.53 | | Morningstar Risk Rating: | Low |
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| The investment seeks a high total rate of return (income from short-term trading plus capital appreciation) on an annual basis. The fund invests at least 80% of net assets (plus any borrowing for investment purposes) in equity securities or derivatives of such securities. It invests in equity securities of any market capitalization, investment style, market sector or industry. Equity securities include common stocks, ADRs, preferred stock, convertible stock, warrants, and rights. The fund is nondiversified. | | | Fund Profile |
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